Stewardship Financial Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$2.98M Buy
80,756
+619
+0.8% +$22.8K 1.03% 14
2020
Q4
$2.72M Sell
80,137
-116,532
-59% -$3.95M 0.99% 16
2020
Q3
$5.75M Buy
196,669
+11,725
+6% +$343K 2.38% 11
2020
Q2
$5.36M Buy
184,944
+49,185
+36% +$1.43M 2.36% 11
2020
Q1
$3.51M Buy
+135,759
New +$3.51M 1.79% 12